Purchases and Sales Made in Q1 2024 in Vanguard Dividend Appreciation (VIG)
This table provides information about the institutional ownership of Vanguard Dividend Appreciation (VIG) during Q1 2024. The information is specifically focused on institutions that hold shares of VANGUARD DIVIDEND APPRECIATION.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
BUY
|
- |
12K+ 6.61% |
$2.03M - $2.2M
|
194K
$35.3M
|
|
|
Apr 16, 2024
Q1 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
11.9K+ 6.48% |
$2.01M - $2.18M
|
196K
$35.6M
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
11.6K+ 41.33% |
$1.96M - $2.13M
|
39.8K
$7.24M
|
|
|
Apr 03, 2024
Q1 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
11.4KNew |
$1.92M - $2.09M
|
11.4K
$2.08M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
11.3K+ 145.3% |
$1.9M - $2.06M
|
19K
$3.46M
|
|
|
May 07, 2024
Q1 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
10.8K+ 22.9% |
$1.82M - $1.98M
|
58.1K
$10.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Rovin Capital
|
BUY
|
- |
10.6K+ 13.67% |
$1.78M - $1.93M
|
87.8K
$16M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10K+ 52.37% |
$1.69M - $1.83M
|
29.1K
$5.3M
|
|
|
Apr 11, 2024
Q1 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
9.84K+ 15.12% |
$1.66M - $1.8M
|
74.9K
$13.6M
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
9.72KNew |
$1.64M - $1.78M
|
9.72K
$1.77M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
9.63KNew |
$1.62M - $1.76M
|
9.63K
$1.75M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
9.53K+ 2.23% |
$1.61M - $1.74M
|
438K
$79.7M
|
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
9.49K+ 257.94% |
$1.6M - $1.74M
|
13.2K
$2.4M
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
9.43K+ 5.73% |
$1.59M - $1.72M
|
174K
$31.7M
|
|
|
Apr 22, 2024
Q1 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
9.3K+ 1.29% |
$1.57M - $1.7M
|
732K
$133M
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
9.23K+ 62.18% |
$1.56M - $1.69M
|
24.1K
$4.39M
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
9.14K+ 39.04% |
$1.54M - $1.67M
|
32.6K
$5.93M
|
|
|
Apr 11, 2024
Q1 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
9.02K+ 7.71% |
$1.52M - $1.65M
|
126K
$23M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
9.02K+ 4.59% |
$1.52M - $1.65M
|
205K
$37.4M
|
|
|
May 09, 2024
Q1 2024
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
8.53K+ 11.63% |
$1.44M - $1.56M
|
81.9K
$14.9M
|
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
8.24KNew |
$1.39M - $1.51M
|
8.24K
$1.5M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
8.23K+ 14.06% |
$1.39M - $1.51M
|
66.7K
$12.2M
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
8.17K+ 12.99% |
$1.38M - $1.49M
|
71K
$12.9M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
8.13K+ 7.55% |
$1.37M - $1.49M
|
116K
$21.1M
|
|
|
May 14, 2024
Q1 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
8.11KNew |
$1.37M - $1.48M
|
8.11K
$1.48M
|
|
|
May 14, 2024
Q1 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
8.04KNew |
$1.35M - $1.47M
|
8.04K
$1.46M
|
|
|
Apr 10, 2024
Q1 2024
|
Moulton Wealth Management, Inc
|
BUY
|
- |
7.96K+ 101.41% |
$1.34M - $1.46M
|
15.8K
$2.88M
|
|
|
May 14, 2024
Q1 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
7.94K+ 11.33% |
$1.34M - $1.45M
|
78K
$14.2M
|
|
|
May 15, 2024
Q1 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
7.8KNew |
$1.31M - $1.43M
|
7.8K
$1.42M
|
|
|
May 15, 2024
Q1 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
7.63KNew |
$1.29M - $1.4M
|
7.63K
$1.39M
|
|
|
May 15, 2024
Q1 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
7.46KNew |
$1.26M - $1.37M
|
7.46K
$1.36M
|
|
|
May 15, 2024
Q1 2024
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
7.32K+ 60.6% |
$1.23M - $1.34M
|
19.4K
$3.53M
|
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
6.96K+ 14.19% |
$1.17M - $1.27M
|
56K
$10.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.91K+ 8.95% |
$1.16M - $1.26M
|
84.1K
$15.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
6.7K+ 1.22% |
$1.13M - $1.23M
|
556K
$101M
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
6.51K+ 17.1% |
$1.1M - $1.19M
|
44.6K
$8.12M
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
6.51K+ 3.29% |
$1.1M - $1.19M
|
205K
$37.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
6.5K+ 29.35% |
$1.1M - $1.19M
|
28.7K
$5.22M
|
|
|
May 10, 2024
Q1 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
6.3KNew |
$1.06M - $1.15M
|
6.3K
$1.15M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
6.3K+ 8.83% |
$1.06M - $1.15M
|
77.6K
$14.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
6.13K+ 9.1% |
$1.03M - $1.12M
|
73.6K
$13.4M
|
|
|
May 09, 2024
Q1 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
6.13K+ 7.73% |
$1.03M - $1.12M
|
85.4K
$15.6M
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
6.08K+ 24.84% |
$1.02M - $1.11M
|
30.5K
$5.56M
|
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
6.05K+ 2.68% |
$1.02M - $1.11M
|
232K
$42.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
6K+ 107.86% |
$1.01M - $1.1M
|
11.6K
$2.1M
|
|
|
May 14, 2024
Q1 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
5.95K+ 232.49% |
$1M - $1.09M
|
8.52K
$1.55M
|
|
|
May 14, 2024
Q1 2024
|
Jrm Investment Counsel, LLC
|
BUY
|
- |
5.95KNew |
$1M - $1.09M
|
5.95K
$1.08M
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
5.85K+ 11.72% |
$986K - $1.07M
|
55.8K
$10.2M
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
5.66K+ 6.24% |
$954K - $1.04M
|
96.5K
$17.6M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
5.65KNew |
$951K - $1.03M
|
5.65K
$1.03M
|